Portfolio Manager, EFG

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Website CWB Financial Group

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, we strive to build value for the people who choose us every day: our people, our clients and our investors. We do this by holding true to the values that guide us. We put people first and build relationships with intention. We seek out and embrace new ideas, knowing that better is always possible. We believe that how we do things is as important as what we do. And we harness the power of inclusion. Our culture is who we are and how we show up – as individuals and as a team – to accomplish our strategy.

Role Specifications
Everyday flexibility. Hybrid work environments. Travel Required.
Location: Ontario (Toronto, Mississauga)
CWB Equipment Financing is a team of specialized individuals who know heavy equipment industries inside and out. We are not office dwellers – our crew members often start the day in a branch and end the day on-site with our clients. We are out in the community every day speaking directly with clients, and no two days are the same.
The opportunity
Portfolio Managers are responsible for the day-to-day management and depth of client relationships for very active, large and/or strategic accounts with attributes of recurring flow business and/or intensive account management requirements. Targeted growth in franchised client relationships is achieved through anchoring strong relationships and facilitating collaboration, cross selling and shared relationships that result in successful business referrals within across CWB and our active lines of business.
The day-to-day
Client focused. Deliver outstanding client experiences at every interaction and execute on plans to continuously build the client experience, in line with CWB’s brand promise. Provide full-service solutions for clients with the view to be every client’s primary financial partner.
Portfolio management. You will drive growth while cultivating a diverse mix of client accounts.
Sales activation. You will undertake the gamut in sales activities to source and develop franchised client relationships through strong partnerships and collaboration with specialist teams across the regional branch network.
Knowledge growth. You will invest in continuous learning. Keeping up-to-date and in-tune with local market trends and national industry shifts.
Networking. You will connect and establish networks with a variety of partners and clients to develop lasting relationships for you and the bank. .
Risk management. Together with the commercial credit team, you will utilize your risk assessment skills to ensure appropriate measures are put into place and risk assessment protocols and structures are implemented, while balancing risk and reward within CWB’s risk appetite.
Mentorship. Although no direct employees report to you, you will develop a strong leadership foundation by coaching and mentoring work with junior employees.
Foundational knowledge and experience to grow with
Financial and marketing knowledge of local markets and national economies built on a foundation of formal education (business, commerce, finance diploma/degree) combined with real-life experience (2+ years of financial services sales experience – preferably in equipment financing and leasing). You don’t need letters behind your name (CFA, CPA) but you will need the ability to understand financial statements, how to complete analysis, and possess a sound understanding of effective risk mitigation strategies. Credit adjudication experience and a basic knowledge of collateral security and documentation would be considered strong assets!
Skills and abilities that will take you further.
  • Play to win approach. You move quickly and efficiently as needed to support clients and your team. You do so accurately and intentionally. You are proactive by nature, anticipating and preparing yourself and your clients accordingly.
  • Relationship builder. You are a connector. You communicate clearly, inspire trust, build credibility and are a gifted negotiator. You like the long game.
  • Financially savvy. You’ve garnered strong commercial lending experience that has allowed you to plan, execute and develop strategies that have resulted in you hitting your sales targets and business goals out of the financial institution park.
  • A strategic planner. You’ve heard it your whole life, but you’re a planner and an excellent one at that. Your innate eye for details and strategy allow you to set winning plans that result in achievements and business successes.
  • An encouraging teammate. You love to work collaboratively. You see the value in working together and have achieved many professional wins because of this mentality.
  • Think big and beyond. Although you pride yourself in being detail oriented and can see well into the weeds of problems, it is your knack for strategy and solutions that sets you apart from your peers.
Go further. Ignite your career. Apply today.
Why work with us?
Values driven people first benefits
Wellness matters. We offer an award-winning benefits package that includes everyday flexibility, a health coverage tailored to best meet the needs of our diverse & multigenerational workforce including a robust wellness program & generous time-away options to unplug, rest & recover. Bring your whole self to work. Inclusion is a journey requiring practice & experience to result in a powerful outcome. Your perspective matters & voice will be heard. Find a community within the CWB family in our employee represented groups. Career development. We invest in our employees’ development to help them reach their professional goals with organization wide Coaching services. Strategic career design is an investment in our core asset – our people. Innovation. Learn. Grow. Enhance. At CWB, we pay to win. When we fail, we fail forward. Recognition. Peer-to-peer recognition programs for “in the moment” and monumental wins. Community giving. Make a difference. Drive economic prosperity in your community. Get involved. Volunteer. Fundraise. All with CWB support. ESG & sustainability focused. Be proud of where you spend, work & invest. Financial rewards. Base salary & pay for performance incentives. Retirement investment strategy. You can’t work forever! So, we’ve got you covered. Company ownership. No greater sense of motivation & empowerment than being an owner! F ind your “why” at

Put your career in overdrive with Equipment Finance. Apply today.
As an equitable employer, CWB Financial Group is committed to providing a safe and

inclusive environment

where a diverse workforce thrives. You are welcomed and encouraged to bring your whole self to work. Dignity, respect and equality are non-negotiables. If you require


during any part of the recruitment or selection process, please reach out.

Closing Date:
  • Position closes at 12:01am on the close date identified below.